See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,421 | $50,958-63.9% | $74,550-75.3% | $64,186-71.3% |
| Participation rate | 97.2% | 61.1%+36.2pp | 69.1%+28.1pp | 69.6%+27.7pp |
| Annual return | -6.93% | -1.86%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,435 | $1,115+28.7% | $1,961-26.8% | $2,381-39.7% |
| Participant deferral / active EE | $2,512 | $2,301+9.1% | $3,108-19.2% | $3,470-27.6% |
| Admin fee / account holder | $536 | $4,223-87.3% | $5,060-89.4% | $4,888-89.0% |